+1,060.6%
FLEX vs EAT
+373.3%
+687.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.4% | +7.7% | +5.5% |
| 7D | +7.0% | -4.9% | +11.9% | +8.7% |
| 30D | -5.8% | -1.2% | -4.6% | -5.9% |
| 3M | -24.2% | +52.2% | -76.5% | -35.2% |
| 6M | +90.8% | +65.0% | +25.8% | +57.3% |
| YTD | +89.2% | +55.0% | +34.2% | +58.9% |
| 1Y | +104.7% | +42.1% | +62.6% | +74.5% |
| 3Y | +478.1% | +614.7% | -136.6% | +166.8% |
| 5Y | +726.2% | +322.7% | +403.5% | +330.0% |
| 10Y | +1,060.6% | +382.0% | +678.6% | +311.5% |
| All | +1,060.6% | +373.3% | +687.3% | +311.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling